Valeo Financial Advisors’s Bunge Global BG Stock Holding History

Valeo Financial Advisors’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Buy	2,421 +130	+6%	+$16K	0.01%	672
2026 Q1	$291K	Sell	2,291 -28	-1%	-$3.25K	0.01%	559
2025 Q4	$207K	Buy	+2,319	New	+$214K	﹤0.01%	750
2020 Q2	–	Sell	-315	Closed	-$13K	–	2033
2020 Q1	$13K	Hold	315	–	–	﹤0.01%	993
2019 Q4	$18K	Hold	315	–	–	﹤0.01%	939
2019 Q3	$18K	Hold	315	–	–	﹤0.01%	868
2019 Q2	$18K	Hold	315	–	–	﹤0.01%	876
2019 Q1	$17K	Hold	315	–	–	﹤0.01%	825
2018 Q4	$17K	Hold	315	–	–	﹤0.01%	743
2018 Q3	$19K	Sell	315 -1,150	-78%	-$75.9K	﹤0.01%	785
2018 Q2	$92K	Hold	1,465	–	–	0.01%	411
2018 Q1	$108K	Buy	1,465 +615	+72%	+$46.5K	0.02%	354
2017 Q4	$57K	Buy	+850	New	+$57.8K	0.01%	446

Other funds holding BG

Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valeo Financial Advisors's BG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Bunge Global (BG) stake by 5.7% in Q2 2026, buying an estimated $16K and bringing the position to 2,421 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #672.

Valeo Financial Advisors first reported a position in BG in Q4 2017 and has held it in 13 quarters since. The position peaked at $291K in Q1 2026. 744 funds tracked by Wall St. Rank hold BG as of Q2 2026.

Valeo Financial Advisors held 2,421 shares of Bunge Global worth $258K as of Q2 2026.
Valeo Financial Advisors bought 130 Bunge Global shares in Q2 2026, an estimated $16K.
Bunge Global made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #672 holding.
Valeo Financial Advisors first reported a position in Bunge Global in Q4 2017 and has held it in 13 quarters since.
Valeo Financial Advisors's Bunge Global position peaked at $291K in Q1 2026.
744 funds tracked by Wall St. Rank held Bunge Global as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.